12/03/2024
For global equities, the dominance of technology and AI has characterised this year's market, but the shifting dynamics suggest the potential for other sectors and regions to emerge.
12/02/2024
His insights covered emerging investment themes, the role of fixed income, and the increasing demand for customised portfolio strategies in a high-rate environment.
12/02/2024
Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.